Position in PH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$285,611
+$40,316 QoQ
Shares Held
292
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,513
of 1,972 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Trinity Wealth Management, LLC holds $285,611 across 1 Specialty Industrial Machinery name. PH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
This page
|
292 | $285,611 |
All Filings in PH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,611 | 292 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $245,295 | 274 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $263,688 | 300 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $230,477 | 304 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $213,033 | 305 | Shares | Sole | 2025-07-11 | |
| 2024-12-31 | $231,514 | 364 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $231,246 | 366 | Shares | Sole | 2024-10-18 | |
| 2024-03-31 | $211,200 | 380 | Shares | Sole | 2024-04-18 | |
| 2023-03-31 | $233,260 | 694 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $215,340 | 740 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||